Brian Connelly, CFP®, currently serves as Advisor and Partner at Diversified Wealth Management since January 2024. Prior to this role, Brian was a Financial Advisor at Focus Financial Network, Inc. from March 2022 to January 2024. Brian's extensive experience includes a notable tenure as Regional Vice President at Jackson National Life Distributors LLC from January 2003 to March 2022, where Brian was recognized as Central Region Wholesaler of the Year for three consecutive years and received the Leadership Award while being elected to the Leader's Council. Earlier in Brian's career, a role as Internal Wholesaler at Jackson involved supporting the growth of regions in the Independent Advisor Channel. Brian started in the finance sector as a Financial Analyst at Honeywell from June 2001 to December 2002, developing Annual Operating Plans and conducting cost analysis. Brian holds a B.A. in Financial Management from the University of St. Thomas, earned from 1997 to 2001.
Sign up to view 0 direct reports
Get started
This person is not in any teams